Summary


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Please join the CFA Society of DFW for the

CFA/DFW Annual Forecast Dinner 2020
on
Wednesday, March 4, 2020


6:00PM - 9:00PM
at
The Belo Mansion


Individual tickets $130
Sponsorships available from $1,250-15,000
Please click register button to see details and sponsorship levels


david spika

Moderator:
David Spika
leads both GuideStone Capital Management, LLC, the investment adviser to  the $15 billion GuideStone Funds complex, as well as GuideStone Investment Services, which provides investment advisory services to non-profit institutions. He also sits on the executive leadership team for the parent company, GuideStone Financial Resources, chairs the firm’s Committee on Faith-Based Investing and oversees the management of unregistered alternative investments held by the firm. In addition, he appears frequently on CNBC, Fox Business and other financial media. Prior to assuming his responsibilities at GuideStone, Mr. Spika served for 12 years as the Senior Vice President and Investment Strategist at Westwood Holdings Group. Prior to Westwood, he was with Bank of America and predecessor banks for 17 years, primarily as a Portfolio Manager and Investment Specialist.
Mr. Spika holds a Bachelor of Business Administration degree in Finance from Texas A&M University. He is a CFA
® charterholder and a member of both the CFA Institute and the CFA Society of Dallas/Fort Worth.

Speaker Panel:


henrietta headshot

Henrietta Treyz is Managing Partner and Director of Economic Policy Research at Veda Partners.  Henrietta has been providing investors with economic policy analysis for over a decade, leading a macro team through the Great recession, 2017 Tax cuts, mid-term and general elections, financial services reform, healthcare reform and has for the last two years been predominantly focused on the various trade policies of the Trump administration, most notably forecasting the Section 232 and Section 301 tariffs against China in September of 2017 and their impacts on the global marketplace and investment community.  She holds a BA in political science and literature from Fordham University and is the Louisiana Chapter Leader of Everytown affiliate, Mom's Demand Action for Gun Sense in America and works closely with Mayors Against Illegal Guns. She currently resides in New Orleans, Louisiana with her husband and two daughters. She is also a frequent contributor to Bloomberg, the New York Times and other news outlets.


 Julien Scholnick headshot

Julien A. Scholnick, CFA is a Portfolio Manager with Western Asset Management Company, LLC and has more than 22 years of experience. Prior to joining the Firm in 2003, Mr. Scholnick served as an Associate in the Private Client Group with Salomon Smith Barney, as a Senior Analyst with Digital Coast Partners and as a Senior Analyst with Arthur Andersen, LLP. Mr. Scholnick holds a Bachelor of Arts degree from the University of California, Los Angeles, and an MBA from Cornell University. He also holds the CFA designation.

Tony Crescenzi

Tony Crescenzi is an executive vice president, market strategist and generalist portfolio manager in the New York office. He is also a member of the Investment Committee. Prior to joining PIMCO in 2009, he was chief bond market strategist at Miller Tabak, and worked for both Lehman Brothers and Prudential Bache. Mr. Crescenzi has written five books, including "The Strategic Bond Investor" and "Beyond the Keynesian Endpoint." He regularly appears on CNBC and Bloomberg television and in financial news media. Mr. Crescenzi taught in the executive MBA program at Baruch College from 1999-2009. He has 36 years of investment experience and holds an MBA from St. John's University and an undergraduate degree from the City University of New York.

Sara Shores headshot

Sara Shores, CFA, Managing Director, is the Head of Investment Strategy for the Factor-Based Strategy Group, driving the strategy innovation and thought leadership for Smart Beta across all asset classes for institutional, retail and iShares clients. Prior to assuming her current responsibilities in 2014, Ms. Shores was the head of North American Index Strategy within the Beta Strategies group. Ms. Shores' service with the firm dates back to 2005, including her years in the institutional client business with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Previously, she worked for MSCI Barra as a manager of product marketing, and as a senior consultant in equity sales and client relations. Ms. Shores also spent several years as the investment specialist for AssetMark Investment Services, overseeing all aspects of the firm's investment program


Please contact us at info@cfadfw.org or 214-363-3284 for any questions.


 



Details

  • When

  • Wednesday, March 4, 2020
    6:00 PM - 10:00 PM
    Central Time

  • Where

  • The Belo Mansion
    2101 Ross Ave
    Dallas, Texas 75201
    USA
    (214) 220-0239

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